Job Summary:
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to assist in the development and implementation of programs and procedures related to revenue growth by facilitating practice management and recruiting strategies within an assigned region. Provides strategic support of various activities including the adherence to firm policies and procedures. Provides comprehensive solutions to complex problems under the supervision of the regional director . Extensive contact with Branch Owners (BOs) and Financial Advisors (FAs) is required to enhance relationship building and to support branch supervision and compliance activities. Partners closely with Recruiting Operations, Practice Management, Technology, Compliance and Supervision to resolve Advisor concerns. Negotiates all aspects of the advisor relationship and identifies opportunities to utilize ICD resources to capture assets and maintain profitability standards.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: